Latest Top Picks

(A Top Pick Sep 28/18, Down 22%) A core holding that is liquids rich as a natural gas producer. The second largest natural gas producer in Canada, producing over 300,000 barrels per day equivalent. They are keeping natural gas production flat, buy growing the liquids output by over 30% this year. This will generate improved cash flow.

(A Top Pick Sep 28/18, Down 55%) A liquids rich natural gas producer. It is still transitioning through 1000 sections of land in the Montney. They intent to watch development in the area and focus on best-practices in the most prolific areas.

Following the Conoco acquisition, he vowed to not own this. He bought it in June as their asset sales have done well. There has been a good change in investor sentiment. They have 100,000 bpd contracted by rail and another 300,000 bpd by pipeline. They are generating great free cash flow as they are now in harvest mode after a few years of capital expenditures. Yield 1.63% (Analysts’ price target is $14.89)

An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)

0

0

0

0

0

Your Reaction

Stock Opinions by Dennis da Silva - Stockchase Experts

This is very leveraged to a positive FID LNG announcement on the west coast. It had been on a dangerous trajectory for crazy growth, but it has reigned that it. It is not in the top four natural gas holdings for them.

This is very leveraged to a positive FID LNG announcement on the west coast. It had been on a dangerous trajectory for crazy growth, but it has reigned that it. It is not in the top four natural gas holdings for them.

The second largest natural gas producer in Canada. Half of its value is in the infrastructure it owns. It has been a laggard in the market, but its stock is highly correlated to natural gas prices, which is not representative of the fact only 24% of their production is sold into the depressed AECO market. Their liquids cut is up to 20%. A good candidate to benefit from a LNG project announcement. Yield 1.7%. (Analysts’ price target is $29.44)

The second largest natural gas producer in Canada. Half of its value is in the infrastructure it owns. It has been a laggard in the market, but its stock is highly correlated to natural gas prices, which is not representative of the fact only 24% of their production is sold into the depressed AECO market. Their liquids cut is up to 20%. A good candidate to benefit from a LNG project announcement. Yield 1.7%. (Analysts’ price target is $29.44)

He respects how the company wants to create a strong asset base and then sell that off, rather than constantly be on the acquisition hunt. A high liquids content of up to 40%. Yield 0%. (Analysts’ price target is $12.08)

He respects how the company wants to create a strong asset base and then sell that off, rather than constantly be on the acquisition hunt. A high liquids content of up to 40%. Yield 0%. (Analysts’ price target is $12.08)

(A Top Pick September 15/17 Down 38%)This is the third version of this company, he suggests. Now a 90,000 boed producer it has stagnated with a large natural gas position. There is inconsistency in delivering economic results. He likes their assets, but he has gone to the sidelines to wait for that consistency to develop. They are trying to move their portfolio to include 45% liquids.

(A Top Pick September 15/17 Down 38%)This is the third version of this company, he suggests. Now a 90,000 boed producer it has stagnated with a large natural gas position. There is inconsistency in delivering economic results. He likes their assets, but he has gone to the sidelines to wait for that consistency to develop. They are trying to move their portfolio to include 45% liquids.

(A Top Pick September 15/17 Up 36%) It has turned things by deleveraging and doing a key acquisition that the market liked. He looks forward to seeing the company trade back to normal mulitples and looks forward to a 14% return.

(A Top Pick September 15/17 Up 36%) It has turned things by deleveraging and doing a key acquisition that the market liked. He looks forward to seeing the company trade back to normal mulitples and looks forward to a 14% return.

(A Top Pick September 15/17 Up 12%) The company was so cheap and was beginning new production with the mine done under a fixed contract, so it was very low risk. Now the next phase will be doubling production by exploiting satellite deposits.

(A Top Pick September 15/17 Up 12%) The company was so cheap and was beginning new production with the mine done under a fixed contract, so it was very low risk. Now the next phase will be doubling production by exploiting satellite deposits.

Market. Trade threats from the US don’t worry him. It is NAFTA and especially in the energy space. It is a guess and he is waiting on the sidelines to see what language and body language we get. Short term we go a bit to the sidelines. In the long term you have to pay attention and be aware of what it means if something changes. Oil has doubled since January of 2016. The energy index is only up 8%. In the S&P the commodity index is at multi decade lows. We need to see a few quarters of results before the market accepts the new price of oil near $60. OR-T is investing in the Yukon. The reaction has not been too positive. He thinks this will be attractive to seniors in the next few years.

Market. Trade threats from the US don’t worry him. It is NAFTA and especially in the energy space. It is a guess and he is waiting on the sidelines to see what language and body language we get. Short term we go a bit to the sidelines. In the long term you have to pay attention and be aware of what it means if something changes. Oil has doubled since January of 2016. The energy index is only up 8%. In the S&P the commodity index is at multi decade lows. We need to see a few quarters of results before the market accepts the new price of oil near $60. OR-T is investing in the Yukon. The reaction has not been too positive. He thinks this will be attractive to seniors in the next few years.

A great little underappreciated story. Nova Scotia. It took three years to build. It is dirt cheap. They have two other satellite deposits that can expand the project. They are going to explore them in order to discover resources to go on beyond 10 years. (Analysts’ target: $2.46).

A great little underappreciated story. Nova Scotia. It took three years to build. It is dirt cheap. They have two other satellite deposits that can expand the project. They are going to explore them in order to discover resources to go on beyond 10 years. (Analysts’ target: $2.46).

Canadian oil producer. 10% yield that is sustainable. It trades at a material discount to its average. Cash flow per share has not gone down but the share price has. You can’t stay this negative for long. (Analysts’ target: $6.35).

Canadian oil producer. 10% yield that is sustainable. It trades at a material discount to its average. Cash flow per share has not gone down but the share price has. You can’t stay this negative for long. (Analysts’ target: $6.35).

Early 2012 it traded at the same level. The production has gone up 9 times since then. Earnings have gone up 5 times. The stock is flat. The company has created significant value. 80% of their growth has been organic. (Analysts’ target: $27.14).

Early 2012 it traded at the same level. The production has gone up 9 times since then. Earnings have gone up 5 times. The stock is flat. The company has created significant value. 80% of their growth has been organic. (Analysts’ target: $27.14).

Comments

Stockchase, in its reporting on what has been discussed by individuals on business
television programs (in particular Business News Network), neither recommends nor
promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood
from the experts’ comments.
We are human and can make mistakes,
help us fix any errors. If you see something that you know is not right or if there is a
problem with the site, feel free to email us at :
hello@stockchase.com.